Individual Advisor License

Want to use the 401k Averages Book information in your client reports?

We are pleased to offer advisors who already have the 401k Averages Book 13th Edition the option to upgrade their single user license for $100.  

ê  The Individual Advisor License allows you to use the 401k Averages Book 13th Edition data in client reports for one year.

ê  The Individual Advisor License allows you to use the scenarios in the Averages Book to compare your clients’ fees in your own reports.

ê  The Individual Advisor License upgrades your single user book license to a single user Advisor License.

408(b)(2) is here and fee disclosure reports only tell your clients so much. The missing piece of the puzzle is providing them with a reliable comparative fee benchmark. Create your own state of the art fee benchmarking reports or use one of our free fee report templates.

Ideal for new business or client retention.

Providers, RIAs and TPAs interested in learning about our corporate license solutions may call 888-401-3089 extension 1.